MFS Charter Income Trust
MCRDelisted Jun 22, 2026- SEC CIK
- 0000851170
MFS Charter Income Trust was delisted on Jun 22, 2026; its insiders filed their last Form 4 on Aug 11, 2026; 66 institutions reported holding it in 13F filings for Q1 2026, worth $105.2M in total; no superinvestor held it.
Q3 2024 vs. Q2 2024
How the institutions holding MFS Charter Income Trust changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Q3 2024 | Change |
|---|---|---|---|
| Holders | 62 | 57 | −5 |
| Shares | 14.6M | 15.2M | +579.3K (+4.0%) |
| Value | $91.1M | $99.0M | +$7.92M (+8.7%) |
New holders (4)
Institutions that held MFS Charter Income Trust at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| CoreCap Advisors, LLC | 47,075 | $309.3K | 0.01% |
| Riverbridge Partners LLC | 38,487 | $252.9K | 0.00% |
| CWM, LLC | 974 | $6.00K | 0.00% |
| DiNuzzo Private Wealth, Inc. | 250 | $1.64K | 0.00% |
Sold out (9)
Institutions that held MFS Charter Income Trust at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Altus Wealth Group LLC | 24,623 | $154.4K |
| Citadel Advisors LLC | 12,856 | $80.6K |
| Atlas Private Wealth Advisors | 12,000 | $75.2K |
| Arkadios Wealth Advisors | 11,450 | $71.8K |
| Gradient Investments LLC | 4,400 | $27.6K |
| Private Trust Co NA | 400 | $2.51K |
| HHM Wealth Advisors, LLC | 202 | $1.27K |
| Hilltop National Bank | 135 | $846 |
| Strategic Financial Concepts, LLC | 41,340 | – |